The Wealth Care Partnership Limited
Financial Services • 
Fordingbridge, England, United Kingdom • 1-10 Employees
Company overview
| Headquarters | 7 Glasshouse Studios, Fryern Court Road, Fordingbridge, Hampshire SP6 1QX, GB |
| Phone number | +448438726 |
| Websites | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Investments, Pensions And Retirement Planning, Inheritance Tax Planning, Wills, Care Fee Specialist, Funding For Long-Term Care |
| Employees | 1-10 |
| Socials |
Key Contact at The Wealth Care Partnership Limited
Tim Anstee
Director
The Wealth Care Partnership Limited Email Formats
The Wealth Care Partnership Limited uses 1 email format. The most common is {first initial} (e.g., j@thewealthcarepartnership.co.uk), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@thewealthcarepartnership.co.uk | 100% |
About The Wealth Care Partnership Limited
The Wealth Care Partnership Limited is an Award-Winning firm of Chartered Financial Planners based in the South and South West of England. In 2017, we are celebrating 10 years of helping people. Our specialisms are:- Protecting wealth from the ravages of Inheritance Tax Generating tax efficient income throughout retirement Strategic financial planning leading up to retirement and beyond Advice on all aspects of care fees funding Investment strategies including Discretionary Portfolio Management Our experience and knowledge in helping older and vulnerable people is second to none and we have been recognised in this area of advice over the years with many Awards. We also have a service for Solicitors who are acting as Lasting and Enduring Powers of Attorney, Court Appointed Deputies and/or Trustees, providing holistic financial advice which dove tails with their legal work. Our fixed fee service is fair and transparent from the very beginning and for those who need advice on long term care, our Client Relationship Manager happily supports and guides people through their care journey, having vast experience in care provision. Our main goal is to give holistic financial advice that our clients and their families will be happy with for many years to come. It's important to have an ongoing relationship to guide and advise our clients through the different stages of their lives. This gives peace of mind and security for our clients, with the knowledge we are there for them. If you, your loved ones or a client of yours would like to find out if we can help, please call us on 01425 653263 and ask for Jennifer Lyddiatt, our Client Relationship Manager.
The Wealth Care Partnership Limited revenue & valuation
| Annual revenue | $427,775 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,400,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
The Wealth Care Partnership Limited has never raised funding before.
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